LA
SPEM icon

Lifeworks Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Lifeworks Advisors’s Portfolio SPEM Stock Details SPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.33M Sell
28,317
-1,881
-6% -$91.6K 0.17% 114
2025
Q4 		$1.41M Sell
30,198
-92
-0.3% -$4.33K 0.18% 115
2025
Q3 		$1.42M Sell
30,290
-500
-2% -$22.2K 0.19% 113
2025
Q2 		$1.32M Sell
30,790
-1,660
-5% -$67K 0.2% 108
2025
Q1 		$1.28M Sell
32,450
-6,971
-18% -$273K 0.21% 107
2024
Q4 		$1.51M Sell
39,421
-8,734
-18% -$351K 0.27% 94
2024
Q3 		$1.99M Buy
+48,155
New +$1.85M 0.39% 73
2024
Q2 		– Sell
-6,654
Closed -$241K – 240
2024
Q1 		$241K Sell
6,654
-2,129
-24% -$74.9K 0.07% 209
2023
Q4 		$311K Buy
8,783
+2,823
+47% +$96K 0.11% 156
2023
Q3 		$200K Buy
+5,960
New +$206K 0.08% 181

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Lifeworks Advisors's SPEM Position: Q1 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.2% in Q1 2026, selling an estimated $91.6K and leaving 28,317 shares worth $1.33M. The position accounts for 0.17% of the portfolio, ranked #114.

Lifeworks Advisors first reported a position in SPEM in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.99M in Q3 2024. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Lifeworks Advisors held 28,317 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.33M as of Q1 2026.
  • Lifeworks Advisors sold 1,881 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $91.6K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.17% of Lifeworks Advisors's portfolio in Q1 2026, its #114 holding.
  • Lifeworks Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2023 and has held it in 10 quarters since.
  • Lifeworks Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.99M in Q3 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.